Rising tensions between the U.S. and Iran send oil prices higher. Why Walmart is still set up for a strong year despite falling short on its earnings outlook. Plus, the Wall Street Journal's Greg Ip says the 65 and older crowd owns the economy.

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Retail investors are passing on Nvidia in favor of other beaten down tech names. The owner of the Empire State Building weighs in on NYC Mayor Zohran Mamdani's new property tax proposal. Plus, Mark Zuckerberg heads to court in one of Meta's most high-profile trials ever.

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Netflix allows Warner Bros. Discovery to reopen talks with Paramount after it sweetened its bid for the streamer. Ford's surprise joint venture push. Plus, the bullish case for Amazon despite its near-record skid.

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It was a wild week on Wall Street as AI fears sparked selloffs in different sectors. We look through the wreckage for opportunities and highlight some names that could be “AI-proof.” Plus, why Nvidia’s moat keep shrinking.

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The AI disruption is moving to new sectors. We look at the winners, the losers, and the biggest buying opportunities. Plus, real estate power player Ryan Serhant says the American Dream has changed.

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Prospects of fewer rate cuts are outweighing enthusiasm on the economy. We game out what today’s report means for the Fed and for the markets. Plus, the top tech opportunities in the software wreckage, and the CEO of Generac on data center tailwinds.

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It’s a big week for econ data, and we’re off to an ugly start with retail sales. Apple has quietly outperformed the rest of the Mag 7 this year, and our analyst says there are reasons to be bullish from here. Plus, why Bitcoin could be getting closer to a bottom.

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DA Davidson says Oracle is a 'Buy' on renewed optimism for OpenAI. Melius Research is downgrading Microsoft saying CEO Satya Nadella has "lost the AI narrative." Plus, why Bitcoin could drop to $38K

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The Dow soars more than 1,000 points, getting within striking distance of 50,000. With Amazon, Meta, and Microsoft lower on capex concerns, but the rest of the Mag 7, chips, and even software rallying after a rough week, we make sense of what's next in the AI trade. Plus, bitcoin climbs back above $70k, but Jefferies sees few bullish indicators when it comes to finding a crypto bottom.

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Tech's pain is consumer staples' gain, as the mag 7, chips, and software all take hits, while the likes of Coca-Cola and Hershey's hit highs. But, after fresh jobs data disappoints and Revelio Labs says the labor market is now "permanently smaller," is the market action rotation or risk-off? Plus, Bitcoin is on pace for its worst week since November 2022, putting Strategy's crypto hoard underwater.

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